Planner Pulse 003: Joe Stephan [Part 1] — Working with family, using technology to leverage time, educating advisers
I chat with Joe Stephan who runs Stephan Strategic - a financial planning practice in Kew, Victoria. Joe operates the business with his brother James.
This is part one of a two part series.
Listen and learn
In this episode you'll discover:
What it’s like to work with family
How Joe uses technology and systems to leverage time, so he can spend more of it on building relationships with clients
How Joe got involved with lecturing in financial planning
Joe's thoughts on the gaps in the education of advisers